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Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)
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Jay Chmelauskas: Outlook for Lithium (Day 1 - Session 1: Strategic metals and the clean-tech revolution)

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Day 1 - Session 1: Strategic metals and the clean-tech revolution …

Day 1 - Session 1: Strategic metals and the clean-tech revolution

Outlook for Lithium

Objective Capital Global Mining Investment Conference 2010
Stationers' Hall, City of London
28-29 September 2010
Speaker:
Jay Chmelauskas - Western Lithium Corp

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  • 1. day 1 – Session 1: Strategic metals and the clean-tech revolution ?
    Outlook for LithiumJay Chmelauskas – President, Western Lithium Corp
  • 2. GLOBAL MININGINVESTMENT CONFERENCE 2010
    Lead sponsors:
    Media partners:
    Other sponsors & participating organisations:
  • 3. Western Lithium
    September 2010
    “Outlook for Lithium”
    www.westernlithium.com
  • 4. Kings Valley Lithium Project
    Cautionary Statement
    This presentation contains projections and forward looking information that involve various risks and uncertainties regarding future events. Such forward-looking information can include without limitation statements based on current expectations involving a number of risks and uncertainties and are not guarantees of future performance of the Corporation. These risks and uncertainties could cause actual results and the Corporation's plans and objectives to differ materially from those expressed in the forward-looking information. Actual results and future events could differ materially from those anticipated in such information. These and all subsequent written and oral forward-looking statements are based on estimates and opinions of management on the dates they are made and expressly qualified in their entirety by this notice. The Corporation assumes no obligation to update forward-looking information should circumstances or management's estimates or opinions change.
    4
  • 5. China Overtakes USA in 2009
    Automobile Production and Sales
    Source: Wikipedia; Associated Press; US Bureau of Economic Analysis
    5
  • 6. Oil Consumption for Emerging Economies
    China/India can expect a 10 to 20 fold increase
    Source: Marc Faber
    6
  • 7. $280 Billion
    (Auto’s, Electronics)
    This Decade… Major Multi-National Companies will Depend on Lithium Producers
    $70 Billion
    (Batteries)
    $1 to 3
    Billion
    (Lithium)
    7
  • 8. Worldwide Lithium Production 2008
    USA
    1 deposit
    3,700 T
    China - Multiple deposits
    9,900T
    Chile & Argent. - 2 deposits
    71,000T
    Australia
    1 deposit
    28,700T
    Source: Roskill 2008
    8
  • 9. Quotes
    “Demand will be so big there will have to be new sources of supply….”
    Rockwood (Chemetall) Holdings Chairman &CEO, Seifi Ghasemi – Feb. 2010
    “We have begun to look for our next source of lithium to be ready [by the middle of the decade]”
    FMC Corp President, Pierre Brondeau - July 2010
    "We are one of the largest and most responsible companies in the world, so we are always looking at options….. If we don't move fast enough, we will miss our chance,“
    SQM president , Patricio de Solminihac – Aug. 2010
    9
  • 10. World Lithium Resources
    Western
    Lithium
    Producing
    Development Projects
    M Tonnes LCE
    No Development Plans
    Source:  R. Keith Evans, 2010; Roskill Information Services
    Ltd., 2009 for China; and company disclosures.
    Estimates are not NI 43-101 compliant.
    10
    10
  • 11. Estimated Lithium Supply and Cost Curve
    Includes Announced Producer Expansions
    Spodumene
    (hard rock) Mines1,3
    Chinese Salars4
    Uyuni, Bolivia4
    7
    Argentinean
    (silty clastic) Salars3
    6
    5
    000s $/Tonne Estimated Production Cost
    Atacama (halite) Salar1,3, Chile
    FMC1,3, Argentina
    Western Lithium Nevada2
    Est. Cost Range
    4
    000s Tonne/pa LCE
    3
    2
    1
    400
    500
    300
    200
    100
    000s Tonne/pa LCE
    2008 World Production1
    Incremental demand from 5% EV and 10% Hybrid adoption5
    Incremental demand from 10% EV and 20% Hybrid adoption5
    Roskill 2009. (2) WLC PAEE, Jan. 2010. (3) Company
    Estimates for selected proposed projects. (4) Analyst Estimates. (5) Canaccord Adams.
    11
    11
  • 12. Market Opportunity – Explosive Growth
    Est. World Market
    with EV's
    Demand - Tonnes LCE (000’s)
    Price - US$/Tonnes LCE
    Price
    Demand
    Est. World Market
    with 5.9% CAGR
    (no EV’s)
    Financial
    Crisis
    World Lithium Market
    Potential World
    Lithium Market
    Source for Market Size: Roskill 2009 for historical demand; Canaccord Adams for projections (No EV
    scenario includes 12% annual growth in electronic use and 4% growth in industrial use). Source for Pricing: Industrial Minerals. Lithium carbonate, del continental, USA large contracts, US$ per lb, high.
    12
  • 13. Western Lithium in Nevada
    13
  • 14. Highlights of Stage I Scoping Study
    Proposed Project Expected Low-cost LCE Producer
    Planned production: 27,700 tpa LCE 115,000 tpa potassium sulphate (SOP)
    Cash operating costs: $1,967 per tonne ($0.89/pound) LCE
    (after SOP by-product credit)
    Average annual revenue: $263 million
    NPV (discounted at 8%): $714 million
    IRR (pre-tax): 28%
    Capital costs: $427 million
    Operating Life: 18 years (with expansion potential)
    NI 43-101 compliant Preliminary Assessment and Economic Evaluation (PAEE). All above figures in U.S. dollars.
    14
  • 15. Stage I Development Timeline
    15
    2008
    2009
    2010
    2011
    2012
    2013
    2014
    Resource
    Delineation
    Engineering Scoping &
    Feasibility Studies
    Pilot Testing
    Permitting
    Detailed Engineering
    & Construction
    Commissioning
    15
  • 16. Western Lithium Corporation
    USA-Based Lithium to Power Today’s Electric Cars
    • $16.5 Million Cash (Cdn)/No Debt
    • 17.  $6.5 Million In-The-Money Warrants
    • 18. 82.8 Million Shares Outstanding
    • 19. 111.4 Million Fully Diluted
    • 20. 23.7% owned by Western Uranium
    • 21. Market Cap. $93 million (Cdn)
    WLC Share Price
    16
  • 22. www.westernlithium.com
    Email: info@westernlithium.com
    Western Lithium Investor Relations: 1-604-681-3071
    Exchange Symbols: TSX-V: WLC; PK: WLCDF
  • 23. GLOBAL MININGINVESTMENT CONFERENCE 2010
    Lead sponsors:
    Media partners:
    Other sponsors & participating organisations:

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